About us

When we established Planning for Prosperity in 2008, we brought together over 20 years of combined background in financial advice – and a vision.

Planning for Prosperity is a new breed of financial planning firm that specialises in providing strategic advice to those who are pro-actively looking to take action and make a positive difference to their financial situation.

Unlike the vast majority of financial planners, our engagement goes much broader than your investments and insurance. While we have strong philosophies in these areas, our speciality is strategic financial advice that encompasses your entire situation. We’re able to add far greater value to your overall position by identifying your goals and utilising the appropriate financial strategies that will help you to achieve them, rather than focusing on products.

If your situation requires the further expertise of other professionals, we will work with your existing accountant or lawyer to achieve the best outcome or introduce you to the right people to support your plan.

We have defined our business simply so that there is honesty and accountability in the services we offer. Learn more about our advice process here.

Our industry is ever evolving and we place great importance on further education to keep abreast of changes so that our advice is always relevant and meaningful.

Bob Budreika

“’I believe that only through truly having a clear understanding and appreciation of a person’s circumstances and what’s most important to them that I can provide meaningful and effective advice. This is exactly how I would want to be treated.’”

In my free time I enjoy attending Iyengar yoga. I share a two-and-a-half acre property with my partner, which adjoins the Riesling Trail on the southern side of Clare. This is our opportunity to escape from the city and become country folk for a few days.

Daniel Budreika

“One of our strengths is that we have two people of different ages and skill sets listening to a client’s situation. The result is a very deep understanding of who we are dealing with.”

Daniel’s Qualifications

Outside of work, I enjoy catching up with friends and closely following the AFL as a keen supporter of the Adelaide Crows. My dream is to live off-grid and grow my own fruit and vegetables in an urban environment. On a broader level, I have come to the realisation that I have a greater care for the world and its people more than I first thought. With this in mind, I am passionate about taking a stance against greed, corruption and self-interest, particularly within the financial services industry.

Testimonials

“With the advice we needed we were able to save thousands of dollars in fees and taxes relating to our superannuation alone. We restructured finances to better reflect our personal and family goals”

“Right from my first meeting with Planning for Prosperity, Daniel was very open with me and has taken me through the process carefully and caringly with the aim to provide the best financial advice.”

“They investigate and consider an array of options and variables, of which some we had not considered… It is a complete package that we feel confident and secure in, with our financial matters being optimally managed within a very open, approachable and professional environment.”